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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Regarding my question earlier about 2 REIT's to diversify existing position in AX.un, I probably should have pointed out preference for market cap and mimimum current yield. I like (and anticipated) your recommendation of Chartwell however IIP.un sacrifices too much current yield and market cap security to make up for potential growth for me. Would CAR.un fit nicely given my desire for a larger market cap? Is H&R too much like AX.un? thx!
Read Answer Asked by Tom on August 17, 2016
Q: I have sold most of my REIT's I own except for three.

HR.UN 2.96 % weighting (removed the Drip)
AX.UN 6.11 % weighting (Enrolled in Drip)
CSH.UN 8.28% weighting (Enrolled in Drip)

I am a little high in Chartwell I think and maybe Artis too. My overall REIT exposure is most likely way to high. My question is do I sell one entirely, trim back on the high one or remove the Drip and start to take cash. I really like these three REIT's and I am bias towards them and not sure what to do

Your thoughts?
Read Answer Asked by Jimmy on August 15, 2016
Q: Pure Multi Family REIT declared Q2 results which looked pretty good. Also disposed off a property and bought an AA property (as per announcement yesterday). They are doing all the right things. They have lagged Milestone Apartments REIT which has taken off in the last month or two.

What is your opinion on Pure Family REIT ? You had mentioned it was expensive some time back compared to MST.UN. Does this opinion still stand ?

and out of the three companies which would you prefer for income and some growth. Thank You.
Read Answer Asked by Mayur on August 12, 2016
Q: Hi, what is your view of the REIT space right now? They are declining a lot today relative to normal stability, but have been strong lately. I have the ones listed as well as SIA with isn't technically a REIT but in the same area. I believe the new Real Estate category is coming soon, and the US election. In general is it good timing for the REIT sector over the next 6 months. And would you consider any other REITS better than the ones I currently own at the present time? I'm well diversified so I'm not over my % for the category, although could consolidate to fewer than 4 holdings.
Read Answer Asked by Kel on August 12, 2016
Q: The results seemed OK. Guidance was cautious. The stock is down around 8% or so in the last two days.

What is your opinion on the results and on Dream Industrial as a long term hold. The dividend is quite attractive.

I also hold Pure Industrial REIT and would it make sense to stay diversified or move over the holdings from Dream Industrial into Pure Industrial REIT. Thank you.
Read Answer Asked by Mayur on August 12, 2016
Q: Your comments please on CAP REIT's operating results and your thoughts going forward. Am cautious on the impacts new foreign home ownership taxes will have on apartment valuations in BC and possibly Ontario. Apartment REIT's are coming off a bit. Do you see this continuing in light of the tax situation and a possible US rate hike this year.
Read Answer Asked by Alan on August 11, 2016
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